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5900 O Street, Lincoln, NE 68510 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2021-11-01 |
| TX | RA | APPROVED_RES | 2021-11-01 |
Branch Locations
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| International Assets Advisory Llc | Owasso | OK | 07/2015 | 07/2018 |
| Ameritas Investment Company, Llc | Lincoln | NE | 07/2018 | Present |
| Ameritas Life Insurance Corp | Lincoln | NE | 07/2018 | Present |
| Catalyst Benefits Group | Tulsa | OK | 01/2016 | 10/2024 |
| Financial Design Group | Tulsa | OK | 12/2018 | 09/2019 |
| Concierge Care Llc/Dba Concierge Financial Consultants | Tulsa | OK | 09/2019 | 10/2021 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | Present |
| Midtown Wealth Management | Tulsa | OK | 10/2021 | Present |
| Midtown Wealth Management, Llc | Tulsa | OK | 03/2025 | Present |
LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS; * MIDTOWN WEALTH MANAGEMENT; INV REL; SAME AS BRANCH; DBA FOR INSURANCE AND FINANCIAL SERVICES; OWNER; START DATE=10/2021; HRS/MO=0; TRADING HRS/MO=0; MANAGING THE FIRM; * MIDTOWN WEALTH MANAGEMENT, LLC; INV REL; SAME AS BRANCH; PROVIDING FIXED INSURANCE PRODUCTS; OWNER; START DATE=03/2025; HRS/MO=80; TRADING HRS/MO=80; WORKING WITH CLIENTS TO PROTECT THEIR FAMILIES AND BUSINESSES THROUGH THE USE OF FIXED INSURANCE PRODUCTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-23 |
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